Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
The Director of Professional Services leads a high-performing implementation organization responsible for the successful delivery of software solutions across North America. This role owns delivery excellence, customer outcomes, and services revenue, ensuring engagements are executed efficiently, at high quality, and at scale.
The Director provides strategic and people leadership to a diverse team of project managers, consultants, trainers, and technical services professionals supporting multiple concurrent customer engagements. They are accountable for operational performance, talent development, and the continuous evolution of service offerings that drive measurable customer value and exceptional client experiences.
Working cross-functionally with Sales, Product, Product Education, and Customer Support, the Director ensures a seamless end-to-end customer journey from sale through adoption while aligning services strategy with broader business objectives. You may be required to travel to client locations and for cross functional leadership meetings when needed (up to 25%).
❗This is an existing vacancy.
❗This is a full-time, permanent position.
📍This is role is open to remote (anywhere in Canada) or hybrid (if located in Toronto, GTA), requiring the successful candidate to work three days a week at our Toronto office (351 King St E, Toronto, ON).
Ensure the successful delivery of all services engagements with a high degree of quality and customer satisfaction
Manage and grow revenue and increase value contribution through effective utilization of resources
Develop and motivate a skilled services delivery team, including conducting performance evaluations, identifying development opportunities and mentoring the team
Define and measure team performance against set objectives
Drive innovation, continuous improvement and guide the strategic direction of the team
Collaborate and work closely with the VP Professional Services and the regional professional services and education leaders to drive consistency in global processes and services for implementation and training
Actively participate in team and management meetings and strategy sessions
Foster strong customer and partner relationships to drive delivery excellence, managing feedback and escalations, as needed
Collaborate with internal stakeholders to identify and execute business growth strategies, develop hiring plans and develop supporting practices to drive product adoption
Partner with the sales and pre-sales team to complete statements of work, showcasing the value of our services team and sharing measurable outcomes
Maintain working knowledge of the Caseware solutions, industry trends and delivery methodologies
Ensure resources availability to support forecasted/planned organizational delivery expectations
10+ years’ experience in customer facing role (e.g., customer success, account management, implementation, product or project management) in a SAAS company serving the Accounting Profession OR
At least 10 years’ experience working in an Audit/Accounting/Professional Services Firm performing External Audit or Assurance engagements.
5+ years demonstrated management experience
Experience managing a diverse and remote team, including recruiting, training, staffing, and performance management
Knowledge of Caseware’s solutions is an asset
Strong operational management, project management, consulting, and process improvement skills
Experience with change management principles and resilience to adapt with pivots in strategies and goals
Demonstrated expertise supporting the sales of professional services, including developing statements of work, pricing, and large-scale proposal development including but not limited to RFI, RFQ and RFPs
Demonstrated ability to manage ambiguity and apply problem-solving skills to unique situations
Demonstrated experience succeeding in a fast-paced environment and managing multiple projects simultaneously
Excellent presentation skills, customer service, team building skills